Investing (Windows)

Discussion List

• 
  Moving 401k from one account to another

  Answered tdbeeze 208 views 7 comments 0 points Most recent by tdbeeze March 2021
• 
  Wish They would Add "Notes" Section in the Security Details view of Each Stock Held.

  Closed Rilman 13 views 1 comment 1 point Most recent by Jim_Harman March 2021
• 
  Investment Recommendation

  Answered ✓ Rilman 41 views 1 comment 0 points Most recent by Jim_Harman March 2021
• 
  How does one edit cost basis of a security in the Canadian version?

  Answered ✓ clancysfriend 855 views 11 comments 0 points Most recent by lucmajor March 2021
• 
  Unable to update investment prices; get pop up window online services not available

  Answered ✓ rs_opdyke 31 views 3 comments 0 points Most recent by Quicken Francisco March 2021
• 
  How to save securities for each account in portfolio performance.

  Answered ✓ BigEd 142 views 9 comments 0 points Most recent by q_lurker March 2021
• 
  Hidden Accounts Appear in Drop-Down Menus

  DericRock 410 views 9 comments 1 point Most recent by Jim_Harman March 2021
• 
  An account appears in normal list and also in the broker account. How to fix that ?

  Answered ✓ henryd1 71 views 8 comments 0 points Most recent by Jim_Harman March 2021
• 
  Where are the stock symbols kept? And how to unwind mistakenly combined symbols?

  Answered ✓ rjsattler 94 views 3 comments 0 points Most recent by rjsattler March 2021
• 
  Getting rid of an * placeholder entry

  Answered ✓ Andy R 292 views 3 comments 0 points Most recent by Jim_Harman March 2021
• 
  negative balance in investment account when splitting to have a linked checking account

  Answered questionsforever 41 views 5 comments 0 points Most recent by questionsforever March 2021
• 
  Setting up new account under Assets- Loans, where I am the lender

  Answered burgundygirl 44 views 2 comments 0 points Most recent by burgundygirl March 2021
• 
  Display of dividend info on Preferred shares

  Answered ✓ larry 229 views 10 comments 0 points Most recent by larry March 2021
• 
  How can I find the stock symbols that Quicken uses.

  Answered ✓ billwoolf2 368 views 3 comments 0 points Most recent by billwoolf2 March 2021
• 
  Bought transactions are not reducing the cash amt

  Answered ✓ WCK 445 views 13 comments 0 points Most recent by Jim_Harman March 2021
• 
  Sold Investments Reflected as Reduction in Cash

  Dan Mary Driver 21 views 2 comments 0 points Most recent by Quicken_Tyka March 2021
• 
  How do you record a taxable in-kind transfer of shares for a Roth Conversion?

  Answered bluebike 96 views 2 comments 0 points Most recent by jfclague March 2021
• 
  Can I update over-stated Cash Balance(s)???

  Answered ✓ jah47Ed 142 views 10 comments 0 points Most recent by jah47Ed March 2021
• 
  The investing tab on my Fidelity 401k includes cash balances that aren't actually there

  Answered ✓ John N 141 views 4 comments 1 point Most recent by Sherlock March 2021
• 
  IRA characterization

  Answered ✓ Jeffrey Janofsky 61 views 4 comments 0 points Most recent by Jeffrey Janofsky March 2021
• 
  Mutual Fund merger

  Answered growltiger132 352 views 10 comments 0 points Most recent by NotACPA March 2021
• 
  Question on average cost

  Answered ✓ Don Awalt 103 views 3 comments 0 points Most recent by Tom Young March 2021
• 
  AU vs US Security

  Answered peter088 102 views 19 comments 1 point Most recent by Chris_QPW March 2021
• 
  Bug? The market value of a brokerage account includes future share added transactions.

  Answered mikemcd001 31 views 2 comments 0 points Most recent by mikemcd001 March 2021
• 
  Correct way to enter dividends that get automatically re-invested (DRIP)

  Answered Cindyc 1.1K views 6 comments 0 points Most recent by q_lurker March 2021
• 
  How to create an Average Annual Return report similar to the view in Investing/Performance

  Answered ✓ Tom 123 84 views 10 comments 0 points Most recent by Tom 123 March 2021
• 
  Why do I get a blue "Transfer" in the cash amount column of an IRA when using WithdrwX

  Answered ✓ GeorgeM 72 views 4 comments 0 points Most recent by GeorgeM March 2021
• 
  correcting price history

  ALav 418 views 9 comments 0 points Most recent by rgruss03 March 2021
• 
  Accepted transactions do not appear in budget planning screen until after Quicken restart

  Answered ✓ Robert Edgar 82 views 11 comments 0 points Most recent by Quicken Anja March 2021
• 
  Quicken keeps prompting me about stock splits, stop already!

  Answered Jeffrey Wilens 420 views 7 comments 0 points Most recent by q_lurker March 2021